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Services Wealth

Good quality financial advice can do wonders for peace of mind and alleviating financial stress.

Financial Planning

Understanding what to do with your money is becoming more and more complex. By knowing your options it is easier to feel comfortable with the decisions you make. Our Financial Planning team work with you to get a clear picture of your financial world and understand where you want to be. We simplify the financial environment, help you build a strong plan, create long-term, personalised strategies and keep you on top of things as they change.

Our expertise is broad, including cashflow modelling, investing, superannuation strategies and tax efficiency. We’re also able to draw on the in-house expertise of our Accountants, Brokers and Bookkeepers and work collaboratively to co-ordinate and manage all aspects of your financial life.


Areas of expertise

investment 1


Superannuation SMSF 1


Retirement Planning 1

Retirement Planning

Insurance 1


Cashflow 1


Debt Management 1

Debt Management

Estate Planning 1

Estate Planning

Social security2 1

Social security

Aged Care 1

Aged Care


Long-term, trusted relationships

We work with a wide range of clients, from those just starting their financial journey, through to clients already enjoying their retirement. They partner with us for clarity and control of their financial affairs, as someone they value and trust to prioritise their needs - so they can focus on doing whatever it is they enjoy and do best.

Ready to break down the complex world of finance and start planning for a wealthier future? We can help get you there.

Our financial specialists:

Paul Holly – CFP, CPA (FPS)

Director of Propel Wealth
Paul is known to have a passion for helping people achieve their goals. He knows that many people have untapped...
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Gregg Zappara – FChFP. Adv DipFP

Director of Propel Wealth
Gregg is our in-house Financial Planner and has a wealth of experience in this area after honing his craft for...
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Our Locations


Suite 6, 36 Cedric Street
Stirling WA 6021
(08) 9440 7100

South Perth

Suite 50, 15 Labouchere Road
South Perth WA 6151
(08) 9474 3355


Unit 4 / 16 Hedland Place
Karratha WA 6714
(08) 9144 1066